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Difference between revisions of "Pro Statement of Account Job Aids"
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{{DISPLAYTITLE:Statement of Account Job Aids}} | {{DISPLAYTITLE:Statement of Account Job Aids}} | ||
− | + | <div style="text-align: center;"> | |
+ | [[Pro Statement of Account|Statement of Account]] | [[Pro Sales|Sales]] | [[Pro Statement of Account Job Aids|Statement of Account Job Aids]] | ||
+ | </div> | ||
==<span class="mw-headline" id="General_Ledger_Job_Aids" style="box-sizing: inherit;">Statement of Account Job Aids</span>== | ==<span class="mw-headline" id="General_Ledger_Job_Aids" style="box-sizing: inherit;">Statement of Account Job Aids</span>== | ||
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#*The user can also click the Search bar then look for <span style="box-sizing: inherit;">Statement of Account</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|center|318x318px]]<br /> | #*The user can also click the Search bar then look for <span style="box-sizing: inherit;">Statement of Account</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|center|318x318px]]<br /> | ||
#Click the PDF button to Extract the report into PDF File[[File:Pro Statement of Accounts (Export) - Step 03.png|center|950x950px]]<br /> | #Click the PDF button to Extract the report into PDF File[[File:Pro Statement of Accounts (Export) - Step 03.png|center|950x950px]]<br /> | ||
− | #*The user has an option to filter the record by Date range and Customer[[File:Pro Statement of Accounts (Export) - Step 03.1.png|center|600x600px]]<br /> | + | #*The user has an option to filter the record by Date range and [[Pro Customer|Customer]][[File:Pro Statement of Accounts (Export) - Step 03.1.png|center|600x600px]]<br /> |
======<span class="mw-headline" id="Viewing_Detailed_General_Ledger_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Trial_Balance_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Income_Statement" style="box-sizing: inherit;">Viewing Detailed Statement of Account Entries</span></span></span>====== | ======<span class="mw-headline" id="Viewing_Detailed_General_Ledger_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Trial_Balance_Entries" style="box-sizing: inherit;"><span class="mw-headline" id="Viewing_Detailed_Income_Statement" style="box-sizing: inherit;">Viewing Detailed Statement of Account Entries</span></span></span>====== | ||
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#Under Reports Menu, Go to Financial statements then click <span style="box-sizing: inherit;">'''Statement of Account'''</span><br />[[File:Pro Statement of Accounts (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.png|center|623x623px]] | #Under Reports Menu, Go to Financial statements then click <span style="box-sizing: inherit;">'''Statement of Account'''</span><br />[[File:Pro Statement of Accounts (Export) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.png|center|623x623px]] | ||
#*The user can also click the Search bar then look for <span style="box-sizing: inherit;">'''Statement of Account'''</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.1.png|center|318x318px]] | #*The user can also click the Search bar then look for <span style="box-sizing: inherit;">'''Statement of Account'''</span>[[File:Pro Statement of Accounts (Export) - Step 02.1.png|link=https://docs.oojeema.com/File:Pro%20Statement%20of%20Accounts%20(Export)%20-%20Step%2002.1.png|center|318x318px]] | ||
− | #Clicking the Voucher will redirect the user to the transaction.[[File:Pro Statement of Accounts (View Voucher) - Step 03.png|center|1029x1029px]]<br /> | + | #Clicking the Voucher will redirect the user to the transaction.[[File:Pro Statement of Accounts (View Voucher) - Step 03.png|center|1029x1029px]] |
+ | |||
+ | {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" | ||
+ | |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories: | ||
+ | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports''' | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | style="" |Financial Statements | ||
+ | | style="" |[[Pro Balance Sheet|Balance Sheet]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Income Statement|Income Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Trial Balance|Trial Balance]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Ledger|General Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Journal|General Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Statement of Account|Statement of Account]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Receivable Aging|Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Payable Aging|Accounts Payable Aging]] | ||
+ | |- style="box-sizing: inherit;" | ||
+ | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Reports Job Aid Aids''' | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | style="" |Financial Statements | ||
+ | | style="" |[[Pro Balance Sheet Job Aids|Balance Sheet Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Income Statement Job Aids|Income Statement Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Trial Balance Job Aids|Trial Balance Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Ledger Job Aids|General Ledger Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro General Journal Job Aids|General Journal Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Statement of Account Job Aids|Statement of Account Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Receivable Aging Job Aids|Accounts Receivable Aging Job Aids]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Pro Accounts Payable Aging Job Aids|Accounts Payable Aging Job Aids]] | ||
+ | |- style="box-sizing: inherit;" | ||
+ | ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules''' | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | style="" |Sales | ||
+ | | style="" |[[Pro Sales|Sales]]<nowiki> | </nowiki>[[Pro Sales and Service Invoice|Sales and Service Invoice]]<nowiki> | </nowiki>[[Pro Receive Payments|Receive Payments]] | ||
+ | |- | ||
+ | |Maintenance | ||
+ | |[[Pro Customer|Customer]] | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
+ | |- style="box-sizing: inherit;" | ||
+ | | style="" |Sales Aids | ||
+ | | style="" |[[Oojeema Pro Sales Job Aids|Sales Job Aids]] | ||
+ | |- | ||
+ | |Maintenance Aids | ||
+ | |[[Oojeema Pro Customers Job Aids|Customers Job Aids]] | ||
+ | |} | ||
+ | <br /> |
Latest revision as of 12:57, 11 August 2021
Statement of Account Job Aids
Exporting Statement of Account
- Under Main Menu, Click Reports.
- Under Reports Menu, Go to Financial statements then click Statement of Account
- The user can also click the Search bar then look for Statement of Account
- The user can also click the Search bar then look for Statement of Account
- Click the PDF button to Extract the report into PDF File
- The user has an option to filter the record by Date range and Customer
- The user has an option to filter the record by Date range and Customer
Viewing Detailed Statement of Account Entries
- Under Main Menu, Click Reports
- Under Reports Menu, Go to Financial statements then click Statement of Account
- The user can also click the Search bar then look for Statement of Account
- Clicking the Voucher will redirect the user to the transaction.
Reports | |
---|---|
Financial Statements | Balance Sheet | Income Statement | Trial Balance | General Ledger | General Journal | Statement of Account | Accounts Receivable Aging | Accounts Payable Aging |
Reports Job Aid Aids | |
Financial Statements | Balance Sheet Job Aids | Income Statement Job Aids | Trial Balance Job Aids | General Ledger Job Aids | General Journal Job Aids | Statement of Account Job Aids | Accounts Receivable Aging Job Aids | Accounts Payable Aging Job Aids |
Modules | |
Sales | Sales | Sales and Service Invoice | Receive Payments |
Maintenance | Customer |
Job Aid Modules | |
Sales Aids | Sales Job Aids |
Maintenance Aids | Customers Job Aids |